See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $688 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,317 | $64,707+51.9% | $112,228-12.4% | $68,494+43.5% |
| Participation rate | 68.3% | 67.2%+1.1pp | 75.1%-6.8pp | 67.9%+0.4pp |
| Annual return | -16.29% | -11.40%-4.9pp | 27.45%-43.7pp | -7.84%-8.4pp |
| Employer contribution / active EE | $902 | $2,746-67.2% | $3,635-75.2% | $2,596-65.3% |
| Participant deferral / active EE | $4,334 | $3,565+21.6% | $4,728-8.3% | $4,027+7.6% |
| Admin fee / account holder | $9 | $5,232-99.8% | $6,410-99.9% | $5,403-99.8% |